Senior Manager & Team Lead, Client onboarding & Sales Support

Canadian Imperial Bank of Commerce; Calgary; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

CIBC is seeking a Senior Manager & Team Lead for Client Onboarding & Sales Support in Calgary. This role involves leading a team, managing key client accounts, and providing exceptional client service. Candidates should possess a degree in Business or Finance and have at least two years of experience in commercial banking or sales roles. The bank emphasizes fostering a supportive work environment, offering competitive benefits and opportunities for growth.

Benefits

Competitive salary and incentive pay

Wellbeing support programs

Defined benefit pension plan

Employee share purchase plan

Vacation offerings

Social recognition programs

Qualifications

• Minimum of 2 years in a banking relationship management or sales position.
• Experience with commercial or large corporate clients essential.
• Strong understanding of cash management and treasury services.

Responsibilities

• Provide leadership and guidance to a regional team on client onboarding.
• Manage a portfolio of key accounts and ensure client satisfaction.
• Develop strong relationships with the sales team for smooth operations.

Skills

Active Listening

Budget Management

Client Service

People Management

Work Collaboratively

Education

Bachelors or equivalent degree in Business, Finance, Accounting, or related field

Tools

Microsoft Office Suite

Job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

CIBC Global Transaction Banking is committed to providing an outstanding client experience through tailored cash management solutions. We have made significant investments in our banking and cash management technology over the last few years in support of providing our clients with leading solutions.

As the Senior Manager & Team Lead, Client onboarding & Sales Support, you will be responsible for providing leadership and guidance to a team that may include Senior Analysts and Analysts to enable delivery of seamless, value-added solutions and ongoing client support. You will also manage a portfolio of key accounts. You will lead a regional team, who will act as extensions of the relationship team to provide solutions and ongoing support on client inquiries and operational requests. You will interact with clients as needed to provide client service, provide advice where needed, assist with escalations and help address needs or concerns. You will set an example of the direct report and the broader group showing great relationship and client values.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You’ll Succeed

• Client Support- Interact with clients as needed to answer questions, assist with escalations and help address needs or concerns. Ensure client expectations and promoter score targets are consistently met and exceeded. Provide guidance and support to analysts, identifying key training enhancement areas.
• Leadership - Manage a dedicated regional team that may consist of Senior Analysts and Analysts with a diversified portfolio of assigned clients from mixed commercial segments (IB/MM/ABL/LF/REFS/Innovation Banking) on general support inquiries and requests based in [Region]. Establish a culture that fosters identification of opportunities for cross-sell and further client penetration.
• Relationship Building – Developing strong relationship with Commercial Banking and Large Corporate sales team, back office support team, branch networks to leverage knowledge and expertise in the development of new processes and/or resolution of client issues.

Who You Are

• You are a bold and authentic leader. You're passionate about developing and coaching to bring out the best in people.
• Experiences you bring. You have a minimum of 2 years’ professional experience in a commercial banking relationship management and/or sales position. You can demonstrate previous experience dealing with commercial or large corporate clients that involve high levels of Cash Management/Treasury
• You have strong business acumen. You have strong understanding of procedures and risk management concepts to understand, articulate, and comply with bank standards as it relates to client requests and cash management services and products.
• You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
• You put our clients first. You have well-developed client and relationship management skills. You engage with purpose to find the right solutions.
• You’re proficient with Microsoft Office suite. You have a strong command of software such as Excel, Powerpoint.
• Education You've Completed. You have a minimum of Bachelors or equivalent degree in Business, Finance, Accounting, or related field. MBA, and other financial designations are assets.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Calgary-855 2nd St, SW, 8th FL

Employment Type

Regular

Weekly Hours

37.5

Skills

Active Listening, Budget Management, Business Banking, Cash Flow Analysis, Client Service, Customer Experience (CX), Financial Statement Analysis, Operational Efficiency, People Management, Work Collaboratively